the recovery, the labor market kicking in a lot more, fed is not going to be itching to raise interest rates especially with inflation so low. >> susie: should investors be putting some money into bonds with these super-low yields? >> corporate bonds, three, four, five-year corporate bonds you can get a lot more than treasuries and while the interest rates are subdued relative to inflation, they're respectable. >> susie: here is another area. gold. you said not inflation in the outlook. so is gold a good place to put money? >> i'm not sure. certainly not as an inflation hedge over the near to medium term, maybe some sort of worries about sovereign risk or something like that but gold's run a long way. i'm not sure i fully understand. >> jim, what do you think? is the ride going to continue? >> in the short-term, yes, gold is a secular ball market, the money is in the eastern part of the world and they view gold as a store of value. >> susie: let's take another break and we'll be back in a few minutes.